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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,642 | $63,703-77.0% | $93,063-84.3% | $82,448-82.2% |
| Participation rate | 65.4% | 63.8%+1.6pp | 72.1%-6.7pp | 68.1%-2.7pp |
| Annual return | 22.91% | -775.43%+798.3pp | 34.15%-11.2pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,141 | $1,729-34.0% | $2,476-53.9% | $2,551-55.3% |
| Participant deferral / active EE | $2,396 | $2,919-17.9% | $3,958-39.5% | $4,139-42.1% |
| Admin fee / account holder | $1,411 | $5,982-76.4% | $6,033-76.6% | $7,234-80.5% |